# Virtera Partners LLC

> Virtera Partners LLC is an SEC-registered investment advisory firm in Pepper Pike, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 308187
- Filed as: VIRTERA PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pepper Pike, OH
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308187
- AdvisorCensus page: https://advisorcensus.com/firm/virtera-partners-llc-pepper-pike-oh-308187

## Quick answers

**How is Virtera Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Virtera Partners LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Virtera Partners LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.1% to 0.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Virtera Partners LLC located?**
Virtera Partners LLC's principal office is in Pepper Pike, OH, according to its Form ADV.

**Is Virtera Partners LLC registered with the SEC or a state?**
Virtera Partners LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 308187.

**How much does Virtera Partners LLC manage?**
Virtera Partners LLC reports $451,795,846 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (89% discretionary).

**How have Virtera Partners LLC's assets and staff changed since 2022?**
In the Form ADV data for Virtera Partners LLC: Regulatory assets under management: $127,000,000 in the October 2022 data and $451,795,846 in the October 2026 data, up 256%. Total employees: 4 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Virtera Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); pooled investment vehicles (other than investment companies and business development companies) (6); charitable organizations (1).

**Which custodians does Virtera Partners LLC use?**
Virtera Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Keybank National Association as custodians holding 10% or more of its separately managed account assets.

**Does Virtera Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308187

**What changed in Virtera Partners LLC's recent Form ADV filings?**
In the February 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.1% to 0.5% a year (a range, as the brochure states it)

> Our annual fee for discretionary and non-discretionary investment advisory services generally ranges from 0.10% to 0.50% based on the market value of assets managed by us.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Keybank National Association

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $451,795,846
- Discretionary: $400,952,923
- Non-discretionary: $50,842,923

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 15 | $185,201,434 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $224,055,985 |
| Charitable organizations | 1 | $42,538,427 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- virterapartners.com
- LinkedIn @virterapartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $127,000,000 | 4 | September 14, 2022 |
| October 2023 | $185,738,646 | 4 | July 24, 2023 |
| October 2024 | $346,938,593 | 4 | July 24, 2024 |
| October 2025 | $452,065,728 | 3 | July 30, 2025 |
| October 2026 | $451,795,846 | 5 | March 30, 2026 |

Regulatory assets under management: $127,000,000 in the October 2022 data and $451,795,846 in the October 2026 data, up 256%.
Total employees: 4 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in DC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Virtera Partners LLC (CRD 308187): Form ADV filing data as of October 2026.